3,040 hedge funds and large institutions have $350B invested in Visa in 2021 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 1,487 increasing their positions, 1,069 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,040
Holders Change
+8
Holders Change %
+0.26%
% of All Funds
53.39%
Holding in Top 10
409
Holding in Top 10 Change
-63
Holding in Top 10 Change %
-13.35%
% of All Funds
7.18%
New
145
Increased
1,487
Reduced
1,069
Closed
97
Calls
$6.54B
Puts
$5.59B
Net Calls
+$944M
Net Calls Change
-$520M
Name Holding Trade Value Shares
Change
Shares
Change %
FCMT
2626
Founders Capital Management (Texas)
Texas
$379K +$22.3K +100 +6%
BWA
2627
Burt Wealth Advisors
Maryland
$376K
QAM
2628
QCI Asset Management
New York
$375K -$6.68K -30 -2%
TIA
2629
Tandem Investment Advisors
South Carolina
$373K +$64.8K +291 +21%
ZIG
2630
Zuckerman Investment Group
Illinois
$372K +$24.5K +110 +7%
CWA
2631
Capital Wealth Alliance
Arizona
$371K +$230 +1 +0.1%
DIA
2632
Davidson Investment Advisors
Montana
$369K +$45K +202 +14%
WDG
2633
Wealth Dimensions Group
Ohio
$369K +$109K +488 +42%
III
2634
Independent Investors Inc
New York
$368K
SIC
2635
Sigma Investment Counselors
Michigan
$368K +$368K +1,652 New
RWM
2636
RKL Wealth Management
Pennsylvania
$367K -$235K -1,057 -39%
JWA
2637
JFS Wealth Advisors
Pennsylvania
$367K +$347K +1,559 +1,752%
JWM
2638
JFG Wealth Management
Colorado
$366K
EWP
2639
Engrave Wealth Partners
Texas
$366K +$669 +3 +0.2%
PBO
2640
Peoples Bank (Ohio)
Ohio
$364K -$139K -622 -28%
JWM
2641
Janiczek Wealth Management
Colorado
$364K +$14.5K +65 +4%
WFA
2642
Wellspring Financial Advisors
Ohio
$363K
RAM
2643
Roanoke Asset Management
New Jersey
$363K +$22.3K +100 +7%
APW
2644
Aurora Private Wealth
New Jersey
$363K +$363K +1,628 New
AWM
2645
Aberdeen Wealth Management
Illinois
$362K -$11.1K -50 -3%
CHA
2646
Cooper/Haims Advisors
New York
$362K -$2K -9 -0.6%
PWM
2647
Palumbo Wealth Management
New York
$362K +$12.2K +55 +3%
AA
2648
Alesco Advisors
New York
$361K
RTC
2649
Riverview Trust Company
Washington
$361K
KM
2650
Kalos Management
Georgia
$360K -$46K -209 -11%